Jim Gentile was a founding member of the firm and still maintains an ownership position today. Jim has partnered with Alicia Wiley and Kim Collier to lead the firm. Together, Alicia and Kim guide the company in its mission to help advisors build their qualified retirement plan practices and ensure every plan FRC manages is designed and operating optimally and meeting the goals of each client. We provide service to more than 350 Defined Contribution (DC) and Defined Benefit (DB) retirement plans (both traditional DB and Cash Balance).
While we can serve clients anywhere, we are passionate about serving people locally.
We believe in our community and the small businesses that keep it strong. On average, we have added more than 40 new clients annually thanks to referrals from our advisor partners and existing clients who value their relationships with us and the consistently excellent service we deliver.
Our greatest resource is our team of highly qualified and motivated retirement plan professionals. The members of our team have an average of 20 years of experience and hold American Society of Pension Professionals & Actuaries’ (ASPPA) designations, including Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA).
In addition, FRC consultants are Enrolled Retirement Plan Agents (ERPAs) who are certified to practice before the IRS, having demonstrated special competence in retirement plan matters by passing a written examination and satisfying ongoing continuing education requirements.
We work with investment companies and financial advisors that focus on the investment and recordkeeping activities of your plan’s assets.
We believe it is a good practice to engage a separate firm—such as FRC—to perform the administration and compliance testing services so that there is no conflict of interest. This ensures that each function is handled with the highest degree of expertise, which helps keep your plan running smoothly.
We are passionate about what we do and strive to be the best in everything we do. Our financial advisor partners and clients tell us the most valuable aspect of working with FRC is that we always do what we say we’ll do. It's simple... Dedication. Delivered!